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Sr. Director, Integration

Sr. Director, Integration

AmeriLifeClearwater Beach, FL, US
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Senior Director of Integration

AmeriLife's Integration Management Office (IMO) is responsible for the success of AmeriLife's M&A integrations. The Senior Director of Integration is responsible for managing the successful outcome of affiliate integrations including all relevant work streams pre-close and post-close as well as other IMO initiatives.

Duties / Responsibilities

  • Understand key strategic, financial and operational drivers and assumptions in M&A
  • Provide all relevant pre-close due diligence support to M&A
  • Oversee project plans to be shared with incoming firms and the M&A integration team regularly
  • Lead and coordinate an integration team of functional leads and business subject matter experts across AmeriLife
  • Act as a liaison between the M&A team and functional leads on integration related information obtained during diligence
  • Manage multiple and competing integration priorities
  • Manage project scope and timelines based on resource availability, cross-functional dependencies and company objectives
  • Maintain and enhance integration plan templates and reports in SmartSheets
  • Proactively identify project risks and recommend effective mitigation plans
  • Regularly report integration status and other initiative progress to COO, ELT, BOD and other key stakeholders
  • Participate in weekly M&A team process and strategy meetings
  • Proactively own / lead issue resolution between acquired affiliates / leaders and AmeriLife leaders
  • Maintain, update and expand integration playbook(s) as necessary

Qualifications

  • 6-8 years of experience in consistent cross-functional program delivery with proven project management skills
  • Experienced in M&A integrations
  • Strong interpersonal skills and an ability to build rapport with company leaders and colleagues
  • Developed understanding or the ability to quickly learn the operational details of business functions (IT, Finance, Operations, Compliance, HR, Marketing, etc.)
  • Proven ability to manage multiple projects at a time, while maintaining sharp attention to detail
  • Proactive and highly motivated with the ability to work independently and drive change
  • Bachelor's degree
  • 3-5 years in a project management role within the insurance industry preferred
  • Ability to travel ~15%
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    Director Integration • Clearwater Beach, FL, US